Our client, a major name in Financial/Wealth Advice, is seeking an experienced Finance Administrator to join their busy head office team supporting the Financial Advisers and the business as a whole.
Summary: To work as part of the Finance Team in delivering efficient administration support and excellent service. Role: As Finance Assistant you will perform a range of tasks within the Finance Team to ensure that any requests are dealt with in an accurate and efficient manner in accordance with the Company’s service level agreements.
Chasing outstanding commission statements.
Contacting providers of financial products to chase up statements.
Printing commission statements from Provider websites.
Preparing and producing reports to enter into an Excel document.
Calculation of commission/fee payments outstanding together with re-broking
Day to day use of Microsoft Office - Outlook Express, Word and Excel - CSV.
Other responsibilities may include:
Using specialist Software to raise reports and check client details for commission queries.
Raising cheques as and when required.
Handling daily incoming and outgoing post for UK Faxing, photocopying and scanning.
Completing paying-in book and banking commission cheques at the bank branch in Bromsgrove.
Assisting with commission queries including contacting relevant providers of financial products to obtain details.
Liaison with financial advisors, providers of financial products and other teams as appropriate
Resolving commission queries and providing solutions
Allocating payments and reconciling bank statements
Loading/investigating missing income
Produce invoices in-house Software and Microsoft Word.
Office experience including finance duties (12 months ideally)
Effective organisational and planning skills.
Able to work to deadlines.
Experienced using Microsoft Office
Delivery focused, with a drive for quality throughout.
Excellent interpersonal and communication skills.
Must have a keen eye for detail.
Willing to learn and develop.
Able to work as part of a team or, if required, under own initiative
- Financial Reporting
- Microsoft Office
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